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WEbinar
Revolutionizing Financial Advisory with AI: Insights from Jim Hardeman
July
17
10:00 am
ET
PRESENTED BY
Zocks
x
Zephyr
Join Zephyr's Adjusted for Risk Podcast, recorded at the Wealth Management Edge Conference, with Jim Hardeman, EVP of Product at Zocks, to discuss the integration of AI in the financial advisory space.
Speakers
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Jim Hardeman
EVP, Product at Zocks
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
What You'll See
- 00:00 Introduction to Adjusted for Risk Podcast
- 00:37 Live from Wealth Management Edge Conference
- 01:15 Meet Jim Hardeman from Zocks
- 01:56 The Role of AI in Financial Services
- 02:25 Enhancing Client Experience with AI
- 03:28 Automating Back Office Tasks
- 05:30 Trends in Financial Advisor Technology
- 09:10 New Capabilities and Integrations
- 13:49 Implementing AI: Tips for Financial Advisors
- 15:59 Conclusion and Where to Find More Information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
WEbinar
Revolutionizing Financial Advisory with AI: Insights from Jim Hardeman
July
17
10:00 am
PRESENTED BY
Zocks
x
Zephyr
Join Zephyr's Adjusted for Risk Podcast, recorded at the Wealth Management Edge Conference, with Jim Hardeman, EVP of Product at Zocks, to discuss the integration of AI in the financial advisory space.
Speakers
Jim Hardeman
EVP, Product at Zocks
What You'll See:
- 00:00 Introduction to Adjusted for Risk Podcast
- 00:37 Live from Wealth Management Edge Conference
- 01:15 Meet Jim Hardeman from Zocks
- 01:56 The Role of AI in Financial Services
- 02:25 Enhancing Client Experience with AI
- 03:28 Automating Back Office Tasks
- 05:30 Trends in Financial Advisor Technology
- 09:10 New Capabilities and Integrations
- 13:49 Implementing AI: Tips for Financial Advisors
- 15:59 Conclusion and Where to Find More Information
WEbinar
Revolutionizing Financial Advisory with AI: Insights from Jim Hardeman
Join Zephyr's Adjusted for Risk Podcast, recorded at the Wealth Management Edge Conference, with Jim Hardeman, EVP of Product at Zocks, to discuss the integration of AI in the financial advisory space.
What You'll See
- 00:00 Introduction to Adjusted for Risk Podcast
- 00:37 Live from Wealth Management Edge Conference
- 01:15 Meet Jim Hardeman from Zocks
- 01:56 The Role of AI in Financial Services
- 02:25 Enhancing Client Experience with AI
- 03:28 Automating Back Office Tasks
- 05:30 Trends in Financial Advisor Technology
- 09:10 New Capabilities and Integrations
- 13:49 Implementing AI: Tips for Financial Advisors
- 15:59 Conclusion and Where to Find More Information
PRESENTED BY
Zocks
x
Zephyr
Speakers
Jim Hardeman
EVP, Product at Zocks